Andrew Tully presents: Pensions as a tax planning tool webinar
How can financial advisers be more creative when it comes to tax planning for their clients?
With more people paying higher levels of tax, and recent changes to the child benefit for earners between £60-£80,000, pension contributions can be a particularly useful tax planning tool. However, tax relief on pension contributions (both personal and employer) can be complicated, especially when you take into account carry forward, as well as the annual allowance and its many variants.
In this live webinar, presented by Andrew Tully, Technical Services Director, we’ll take a deep dive into pension tax relief and allowances. You’ll learn how to:
- Explain the rules relating to pension contributions and tax relief
- Understand how pension allowances impact Defined Contribution and Defined Benefit schemes (especially where clients have both) including:
- Annual allowance
- Carry forward
- Tapered annual allowance
- Money purchase annual allowance
- Consider the options available for those with an annual allowance tax charge
Plus, you’ll get an opportunity to ask questions at the end of the session.
CPD accredited event
Individuals participating can claim up to one CPD hour per session towards the CII CPD scheme.